Company:Ethics and excellence


The creation of 1875 FINANCE arose from the shared experience of its founders in the same bank. It is based on an unshakeable team spirit that guarantees comprehensive consistency and shared responsibility in its strategic choices and advice to clients.

TEAM IN ZÜRICH


Managing Director - Private Clients

Alain Held

Alain R. Held began his career in technology consulting for Accenture and in management consulting with The Boston Consulting Group (BCG) in Zurich, Switzerland. While at BCG, he advised multi-nationals in financial services across Europe and North America. He contributed largely to the establishment of the Wealth Management practice within the firm. In 2006, as a Senior Project Manager, Alain left BCG to join Deutsche Bank as a Senior Executive and Head of Sales Management PWM. Shortly thereafter, he became the Head of Central and Eastern Europe PWM at Deutsche Bank (Suisse). In 2009, he joined Pictet Bank in Zurich where he headed the CEE / CIS team Zurich and built up an entire team from scratch. He left the bank in 2020 to join 1875 FINANCE.

Alain holds a MSc degree in Computer Engineering from the Swiss Federal Institute of Technology in Zurich and an MBA from the Ross School of Business at Ann Arbor, Michigan, USA.

Managing Director - Private Clients, Co-Head of Zurich Office

Wolfgang Klien

Wolfgang Klien received a master’s degree from St. Gallen University (HSG), followed by a PhD from the Vienna University of Economics and Business. In 1994, he began his career in management consulting with a focus on private banking and asset management. In 2000, he was involved in major projects of Helvetia, and later moved to the bank Vontobel where he headed its Banking Products and Services department. In parallel, he completed postgraduate studies in International Wealth Management and was awarded an MBA from the University of Geneva and an EMBA from Carnegie Mellon. He spent the next 10 years at Julius Baer, initially at its asset management company GAM, and later within its private bank as a Senior Client Advisor.

In 2017, he joined 1875 FINANCE, where he continues to assist his clients and to develop the Zurich office.

Executive Director - Private Clients

Burcu Minas Balta

Burcu Minas Balta started her financial career in 2001 as a Relationship Manager at Credit Suisse, with a strong focus on the Turkish Market. She provided bespoke services and advice to Ultra High Net Worth Individuals across all areas of their wealth. Burcu has a holistic approach to service the specific needs of clients, especially in Asset Management and Investment Banking.

After 18 years in Private Banking she joined 1875 FINANCE to continue to cater all wealth management needs of individuals, families and their financial affairs.

Relationship Manager - Private Clients

Eleonora Muratova

Eleonora Muratova started her career in 2008 as Investment Manager at Deutsche Bank in Zurich. She then joined Pictet Zürich team in 2009 where she was taking care of the long-term relationships with the key clients from Eastern Europe region. In 2018 she started working in asset management at Marcuard Heritage AG and in 2020 she joined 1875 FINANCE.

 

Eleonora holds the master’s degree from Siberian-American School of Management and the second master’s degree from St. Gallen University.

Executive Director - Private Clients

Roman Walker

Roman Walker started his career in the automotive industry at the BMW AG headquarters in Munich before moving to the banking sector at UBS AG in Zurich. During his nine years at UBS, he worked for Active Portfolio Advisory, the UBS representative office in Moscow and as a Relationship Manager and Deputy Head in the Eastern European Department. In 2016, he moved to Pictet in Zurich, where he successfully built an extensive client book. In 2020, he left the bank and transferred to 1875 FINANCE. Roman holds a Bachelor degree in Business Administration from the Schiller International University Heidelberg.

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Director - Private Clients

Jasmin Woertz

Jasmin Woertz began her career in 2004 at UBS SA, where she completed a traineeship. She subsequently worked as an assistant in the HNWI department. She then joined Julius Baer & Co. Ltd. in 2008, where she worked as an assistant in the Swiss private clients business. In 2012, she became a junior relationship manager for private clients after obtaining her license as a CFP. Three years later she joined Basler Kantonalbank as an asset manager.

In 2016, she left the bank to join 1875 FINANCE.